Insurance Brokerage

sub-sector spotlight

We are a preferred financing partner for insurance brokerage platforms. We've closed over $7.5 billion in deals since 2018, with more than 60% of platforms receiving follow-on commitments.

$7.5+ Billion

Total Commitments

20+

Unique Platforms

57%

Deals Lead or Co-Lead

$30 Million $4.6 Billion

Facility Size Range

Source: Golub Capital as of March 31, 2026.

Recent Transactions

GOLD*
Facility
  • Administrative Agent
  • Joint Lead Arranger
  • Joint Bookrunner
Warburg Pincus, Great Hill Partners
GOLD*
Facility
  • Joint Lead Arranger
  • Joint Bookrunner
Harvest Partners, Oak Hill Capital, Carlyle
Senior Credit
Facilities
  • Joint Lead Arranger
  • Joint Bookrunner
Genstar Capital, Flexpoint Ford
Truist Insurance Holdings Logo
Senior Credit
Facilities
  • Joint Lead Arranger
  • Joint Bookrunner
Stone Point Capital, Clayton, Dubilier & Rice, Mubadala Capital
Keystone Agency Partners Logo
GOLD*
Facility
  • Administrative Agent
  • Joint Lead Arranger
  • Joint Bookrunner
Warburg Pincus, Bain Capital
GOLD*
Facility
  • Joint Lead Arranger
  • Joint Bookrunner
GI Partners, Summit Partners
Captive Resources Logo
GOLD*
Facility
  • Administrative Agent
  • Joint Lead Arranger
  • Joint Bookrunner
KKR & Co., Lee Equity Partners
Accession Risk Management Logo
GOLD*
Facility
  • Administrative Agent
  • Left Lead Arranger
  • Joint Bookrunner
Kelso & Company

* GOLD facilities are Golub Capital One-Loan Debt (one-stop) facilities.

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For more information on our insurance brokerage financing capabilities:

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